Marketing Coordinator – Finance

Marketing Coordinator

• Location: Hybrid, based in Torrance, CA.

• Duration: 3–6 months, with potential for extension.

Key Responsibilities

• Marketing Request Management: Monitor and triage incoming requests via Monday.com. Assign tasks, update statuses, and communicate progress with stakeholders

• In-person Events & Webinar Coordination: Assist with planning, scheduling, and executing client-facing events and Zoom webinars. Coordinate kick-off meetings, dry-runs, submission of PowerPoint presentation deck to compliance, Splash RSVP creation, invitation & reminder emails, and post-event communications.

• Content & Collateral Support: Work with graphic designers to update advisor bios, rebrand presentations, and produce branded assets, social media graphics, videos, and promotional material.

• Compliance Liaison: Submit materials for review, track approval status with requestors.

• Team Communication: Attend weekly marketing meetings and client catch-ups to stay aligned with priorities and deadlines.

?Top 5 Things We’re Looking For

1. Strong Project Management?– Ability to manage multiple requests via Monday.com and keep tasks moving across departments.

1. Clear Communication?– Professional email and internal messaging skills to update stakeholders and coordinate with compliance.

1. Marketing Tech Savvy?– Familiarity with HubSpot, Salesforce, Zoom, Egnyte, and SharePoint.

1. Adaptability?– Comfortable jumping into ongoing campaigns, events, and client-facing projects with minimal ramp-up.

Qualifications:

• 2+ years of marketing experience.

• Proficiency in Monday.com, Splash, HubSpot, SharePoint. Salesforce, HubSpot and Egnyte are a plus.

• Strong written and verbal communication skills.

• Ability to manage multiple projects and prioritize effectively.

Details:

• Location: Hybrid, based in Torrance, CA.

• Duration: 3–6 months, with potential for extension.

• Reports to:?Ana Liogi, Marketing Services Manager